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Morgan Stanley · 5 months ago

Financial Planning Service Desk, Analyst/Associate, Global Investment Office

Baltimore, Maryland, United States of America

Full-time

Onsite

Entry Level

$70K/yr - $85K/yr

2+ years exp

Morgan Stanley is a leading global financial services firm, and they are seeking a Financial Planning Service Desk Analyst/Associate. The role involves assisting Financial Advisors with financial planning tools, aggregating feedback, resolving technical issues, and providing high-quality service to enhance client engagement.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Navigate and provide expert level guidance to Financial Advisors and Client Service Associates looking for assistance utilizing Morgan Stanley’s financial planning tools

Thoughtfully aggregate feedback and address technical issues

Field incoming calls and provide world-class level of service

Consider service metrics and work to consistently improve efficiency of the team

Learn and have awareness of Morgan Stanley’s broader set of digital tools

Work closely with the key financial planning stakeholders and other members of home office team

Interest in achieving Financial Planning Specialist designation / Certified Financial Planner® certification

Qualification

Securities Industry Essentials (SIE)Financial Planning Specialist designationSeries 7Series 66Financial services experienceVerbal communicationWritten communicationDetail orientedProblem solvingTeam-oriented